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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,127 | $167,362-97.5% | $143,799-97.1% | $134,532-96.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -27.12% | 0.47%-27.6pp | -0.04%-27.1pp | 418.27%-445.4pp |
| Employer contribution / active EE | $1,978 | $5,620-64.8% | $4,952-60.1% | $4,741-58.3% |
| Participant deferral / active EE | $2,378 | $6,447-63.1% | $5,638-57.8% | $6,401-62.8% |
| Admin fee / account holder | $1,429 | $18,094-92.1% | $14,677-90.3% | $11,429-87.5% |